A Primer on Gift and Estate Taxes

What are the limits on gift and estate taxes? The tax code…

GIFT TAX TREATMENT OF TUITION PLANS

/
Article Highlights: Purpose of Qualified Tuition Plans …

TAX-ADVANTAGED COLLEGE SAVINGS

/
Overview Section 529 Plans (named after the section of the IRS…

BIG CHANGES TO COLLEGE SAVINGS PLANS

/
Article Highlights: Sec. 529 Plans Saving for College Elementary…

TAX BREAKS FOR HIGHER EDUCATION

/
Over the years, Congress has continued to enhance tax breaks…

TAX REFORM ADDS EDUCATION BENEFIT

/
Article Highlights: Tax Benefits Types of Tax-advantaged…

HOW TO SAVE FOR A CHILD'S COLLEGE EDUCATION

/
Article Highlights: Planning for a Child’s College Education …